Tormere Analytics

Overview Stock Research Portfolio Lab Options Lab Watchlist

Pricing Developer

Privacy Policy Terms of Service

Institutional Holdings

← SEC Filings

Funds Activity Sectors Common Holdings

13F filings are submitted 45 days after quarter-end, meaning holdings shown here can be up to 135 days old. Positions may have changed significantly since filing. Use as a directional signal, not a current snapshot.

WEBER CAPITAL MANAGEMENT LLC /ADV

Next filing ≈ Aug 14, 2026

MISTRAS GROUP INC$22M

NATURAL GAS SVCS GROUP INC$18M

ANGIODYNAMICS INC$16M

ALPHA & OMEGA SEMICONDUCTOR$12M

TELOS CORP MD$7M

Entelevest, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$9M

DIMENSIONAL ETF TRUST$6M

J P MORGAN EXCHANGE TRADED F$5M

VANGUARD WORLD FD$5M

SPDR SERIES TRUST$4M

HICKS CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$29M

FIDELITY TOTAL BOND ETF$11M

FIDELITY ENHANCED INTERNATIONAL ETF$10M

ISHARES CORE S&P MID-CAP ETF$7M

JPMORGAN CHASE &CO. COM$4M

Arrow Capital Pty Ltd

Next filing ≈ Aug 14, 2026

Chevron Corp$8M

Entergy Corp$8M

Amazon.com Inc$8M

Kinder Morgan Inc$7M

Taiwan Semiconductor Manufacturing Co Ltd$7M

Peck Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES$9M

JPMORGAN INCOME ETF$4M

JPMORGAN U.S. QUALITY FACTOR ETF$3M

INVESCO AEROSPACE & DEFENSE ETF$3M

Asset Value Investors Ltd

Next filing ≈ Aug 14, 2026

NEWS CORP NEW$99M

NELNET INC$821K

Michael Brady & Co., LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP GROWTH ETF$15M

CAPITAL GROUP DIVIDEND VALUE$15M

CAPITAL GROUP CORE EQUITY ET$11M

CAPITAL GROUP GBL GROWTH EQT$9M

CAPITAL GRP FIXED INCM ETF T$8M

BANTA ASSET MANAGEMENT LP

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$28M

VANGUARD INDEX FDS$24M

INVESCO EXCH TRD SLF IDX FD$7M

INVESCO EXCH TRD SLF IDX FD$7M

INVESCO EXCH TRD SLF IDX FD$7M

Lionsbridge Wealth Management LLC

Next filing ≈ Aug 14, 2026

SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF$13M

JPMORGAN INCOME ETF$7M

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF$5M

QUANTA SVCS INC COM$5M

JPMORGAN CORE PLUS BOND ETF$4M

SAPPHIRE VENTURES, L.L.C.

Next filing ≈ Aug 14, 2026

NETSKOPE INC$48M

KALTURA INC$10M

Jefferson Bridge Capital, LLC

Next filing ≈ Aug 14, 2026

STONEX GROUP INC$7M

VANGUARD INDEX FDS$5M

VANGUARD INDEX FDS$5M

BROADCOM INC$5M

HCA HEALTHCARE INC$4M

Hyposwiss Advisors SA

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$12M

INVESCO QQQ TR$7M

STATE STR SPDR S&P 500 ETF T$7M

VANGUARD INTL EQUITY INDEX F$4M

Capstone Capital Management Ltd

Next filing ≈ Aug 14, 2026

SYNOPSYS INC$14M

PDD HOLDINGS INC SPONSORED ADS$4M

SANDISK CORP$4M

Putney Financial Group LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC CLASS A$10M

AMAZON.COM INC$7M

NVIDIA CORP COM$3M

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$8M

BERKLEY W R CORP$7M

AMERICAN EXPRESS CO$5M

SPDR GOLD TRUST$4M

Alpine Peaks Capital, LP

Next filing ≈ Aug 14, 2026

BRIGHT HORIZONS FAM SOL IN D$8M

WEST PHARMACEUTICAL SVSC INC$7M

U S PHYSICAL THERAPY$7M

HEICO CORP NEW$7M

V. M. MANNING & CO., INC.

Next filing ≈ May 15, 2026

NVIDIA CORPORATION$42M

VULCAN MATLS CO$3M

INVESTED ADVISORS

Next filing ≈ Aug 14, 2026

Cedarwood Wealth LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$9M

GOLDMAN SACHS ETF TR$5M

STATE STR SPDR S&P 500 ETF T$4M

Vennlight Capital Management, LP

Next filing ≈ Aug 14, 2026

FERROVIAL SE$13M

H2O AMERICA$10M

TRANSPORTADORA DE GAS DEL SU$9M

PAMPA ENERGIA SA$9M

SOLV ENERGY INC$8M

UNION SAVINGS BANK

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC COM$23M

ISHARES CORE S&P MID-CAP ETF$14M

ETF ISHS INTER GOVT CR BD$4M

ISHARES CORE S&P SMALL-CAP ETF$3M

Fund Advisors of America Inc/FL

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$6M

BERKSHIRE HATHAWAY INC DEL$4M

MAIN STR CAP CORP$3M

INTERNATIONAL BUSINESS MACHS$2M

MOZAYYX MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

BITMINE IMMERSION TECNOLOGIE$66M

EIGHTCO HOLDINGS INC$15M

CLEANCORE SOLUTIONS INC$4M

HCM IV ACQUISITION CORP$3M

CANTOR EQUITY PARTNERS VI CL A ORD$3M

Professional Financial Management, Inc.

Next filing ≈ Nov 14, 2026

VANGUARD SCOTTSDALE FDS$16M

VANECK ETF TRUST$8M

CAMBRIA ETF TR$8M

VANGUARD WORLD FD$8M

VANGUARD SCOTTSDALE FDS$7M

Karras Company, Inc.

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$17M

SCHWAB STRATEGIC TR$9M

ALPHABET INC$7M

BROADCOM INC$6M

Michelson Medical Research Foundation, Inc.

Next filing ≈ Aug 14, 2026

VAIL RESORTS INC$11M

VANGUARD TAX-MANAGED FDS$10M

UNITEDHEALTH GROUP INC$8M

VANGUARD INTL EQUITY INDEX F$7M

Western Pacific Wealth Management, LP

Next filing ≈ Aug 14, 2026

VANGUARD DIVIDEND APPRECIATION ETF$12M

VANGUARD HIGH DIVIDEND YIELD INDEX ETF$11M

APPLE INC COM$7M

AMAZON COM INC COM$6M

ALPHABET INC CAP STK CL A$6M

Willow Financial LLC

Next filing ≈ May 15, 2026

FEDERATED HERMES ETF TRUST$11M

INVESCO EXCHANGE TRADED FD T$8M

JOHN HANCOCK EXCHANGE TRADED$6M

WISDOMTREE TR$6M

TOUCHSTONE ETF TRUST$6M

7225–7252 of 7980 funds

← Previous259 / 285Next →

Source: SEC EDGAR 13F-HR filings. Data reflects the most recent quarterly report per fund.